TLDR
- Solana Company launches a borrowing solution backed by staked SOL tokens.
- The firm’s shares jumped 17% after the announcement of the new program.
- Solana is the second-largest publicly traded holder of SOL with 2.3 million tokens.
- Falling SOL prices led Solana Company to focus on staking income for stability.
Solana Company saw a notable surge in its share price, increasing by 17% on February 13, 2026. This jump came after the firm unveiled a new structure that allows institutions to borrow against their natively staked SOL tokens while retaining custody of those assets. The innovative product, designed to unlock liquidity from treasury holdings, aims to provide a new way for companies to access capital without the need to unstake or sell their tokens.
NEW: @Anchorage, in collaboration with Kamino and Solana Company, has launched a new structure bringing institutional collateral management to @Solana.
Institutions can use staked SOL as collateral for onchain borrowing without moving assets out of qualified custody. pic.twitter.com/PcJWhTr7Wu
— SolanaFloor (@SolanaFloor) February 13, 2026
This announcement is seen as a response to Solana Company’s ongoing challenges, including the pressure from falling prices of SOL tokens. Despite these market difficulties, the firm is looking for alternative solutions to stabilize its finances and take advantage of on-chain financing opportunities.
Borrowing Against Staked SOL
Solana Company’s new borrowing solution was developed through a partnership with Anchorage Digital and Solana’s Kamino lending protocol. This structure allows institutions to borrow funds using their staked SOL tokens as collateral, without having to unstake or liquidate their holdings. The tokens remain in segregated custody accounts managed by Anchorage, which ensures that the assets stay in place while still earning staking rewards.
“This new financial tool will enable institutional holders of SOL to unlock liquidity while still benefiting from the rewards of staking their tokens,” said a company spokesperson. The firm hopes that this move will provide a valuable service to other SOL token holders looking for liquidity without the need to sell their assets during market downturns.
Market Reaction to the Announcement
The announcement had an immediate impact on Solana Company’s stock price. Shares surged to $2.30, a significant rebound from the recent all-time low of $1.80. However, it’s important to note that despite this positive shift, the company’s stock remains down approximately 90% since its shift toward a Solana-focused treasury strategy in September 2025.
While the stock has seen a temporary lift, the company remains under pressure due to the volatility of SOL token prices. The value of SOL had fallen from around $245 in September 2025 to about $70 per token earlier this year. The firm’s treasury holdings, valued at nearly $200 million, have been impacted by these market fluctuations.
Solana Company’s Treasury Strategy
Solana Company continues to hold a significant amount of SOL tokens. It is currently the second-largest publicly traded holder of SOL, with about 2.3 million tokens on its balance sheet. This strategic position in the Solana ecosystem has prompted the company to explore different ways of using these tokens to generate income and maintain financial stability.
To navigate the downturn in the crypto market, Solana Company has been increasingly focused on staking income. With SOL prices under pressure, staking rewards have become a critical revenue stream. Several other companies in the space have been moving toward similar strategies. For instance, Sharps Technology has disclosed that its treasury earns roughly 7% in annual staking yields, helping to offset market losses.
Growing Reliance on Staking and Yield Strategies
The latest initiative follows broader industry trends, as firms continue to turn to staking income and other yield-generating strategies to stay afloat. SOL treasury companies, like Solana Company, are increasingly relying on income from staking rewards and other on-chain products rather than on price appreciation alone.
In a similar move, SOL Strategies recently launched a liquid staking token backed by over 500,000 SOL, generating fees while expanding its validator operations. As a result, Solana Company’s decision to leverage staked tokens for liquidity comes at a time when many companies are searching for ways to ensure long-term viability amid the broader downturn in the crypto market.
